Plan5500

Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust — Form 5500 plan (Liebert Cassidy Whitmore)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust is a benefit plan reported by Liebert Cassidy Whitmore under EIN 95-3658973 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $60,012,057 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$60MPlan net assets, end of year$60,012,057
Participants178Covered participants reported
Assets / participant$337.1KComputed: assets ÷ participants$337,146 (computed)
Provider compensation$45.3K4 Schedule C provider row(s)$45,330
Plan sponsor
Liebert Cassidy Whitmore
EIN
95-3658973
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    178 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$60M total assets
Net assets$60MLiabilities$0
Money in vs. money out
Total income / additions$15.9M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$2M
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$60,012,057
Total liabilities (EOY)
$0
Net assets (EOY)
$60,012,057
Net assets (BOY)
$48,113,868

Income & contributions

Employer contributions
$2,033,701
Participant contributions
$2,205,413
Total contributions
$4,681,580
Total income / additions
$15,863,893

Expenses & distributions

Benefits paid
$3,918,606
Administrative expenses
$47,098
Total expenses
$3,965,704
Net increase / (decrease)
$11,898,189
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nfp Retirement$37.3K
    INVESTMENT ADVISORY · Direct $37.3K
  2. 2
    Transamerica Retirement Solutions$4.6K
    RECORDKEEPER · Direct $4.6K · Indirect $0
  3. 3
    Fidelity Investments$2.7K
    RECORDKEEPER · Direct $2.7K
  4. 4
    Cbiz Retirement Services Inc$730
    RECORDKEEPER · Direct $0 · Indirect $730

What to inspect next

Frequently asked questions

Who sponsors the Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust?
Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust is reported as sponsored by Liebert Cassidy Whitmore (EIN 95-3658973, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust?
The latest Form 5500 filing year loaded for Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust is 2023.
How many participants does Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust report?
Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust reports 178 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust?
Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust reports $60,012,057 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages